See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,667 | $27,915-94.0% | $58,482-97.2% | $75,163-97.8% |
| Participation rate | 48.3% | 38.8%+9.4pp | 50.9%-2.6pp | 67.2%-18.9pp |
| Annual return | 34.65% | 44.20%-9.6pp | 4239.32%-4204.7pp | 160.62%-126.0pp |
| Employer contribution / active EE | $136 | $669-79.7% | $1,053-87.1% | $2,670-94.9% |
| Participant deferral / active EE | $537 | $1,201-55.3% | $1,924-72.1% | $4,125-87.0% |
| Admin fee / account holder | $92 | $1,726-94.7% | $2,516-96.3% | $5,651-98.4% |